Reported relationships
Latest disclosed role at each company.
| Company | Last reported as | Report date | Published |
|---|---|---|---|
| Expedia Group, Inc.EXPE · Entity 3095 | Director · President & C.E.O. | February 28, 2019 | March 05, 2019 |
| Fortive CorpFTV · Entity 3303 | SVP - Chief Financial Officer | September 25, 2026 | September 28, 2026 |
Disclosed balances
About these balances
Latest available filing per company, not a reconstructed current portfolio. Matching sequences show the last reported balance with all source rows expandable; grouping alone does not establish account ownership. Do not add unresolved positions together. Filings may omit unchanged positions, and amendments may correct only part of an older disclosure. Jointly reported shares are not necessarily this owner's personal holdings.
Expedia Group, Inc.
Report date February 28, 2019 · Filed March 05, 2019
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Restricted Stock UnitsSEC Table II · derivative / convertible security · Conversion / exercise price $0.00 · Expires 2023-02-15 | Direct | 81,208 |
Reported balance
After 2019-02-28 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2019-02-28 · Grant · Acquired 81,208 · Balance 81,208 F1: Date at which first vesting occurs is indicated. One-fourth of the total number of restricted stock units vests on February 15, 2020 and an additional one-sixteenth on the fifteenth day of the second month in each quarter thereafter until fully vested. |
Filing footnotes · ownership attribution and instrument terms
F1: Date at which first vesting occurs is indicated. One-fourth of the total number of restricted stock units vests on February 15, 2020 and an additional one-sixteenth on the fifteenth day of the second month in each quarter thereafter until fully vested.
Fortive Corp
Report date September 25, 2026 · Filed September 28, 2026
| Security / award | Ownership account | Disclosed shares / units | Disclosure context |
|---|---|---|---|
| Executive Deferred Incentive Program - Fortive Stock FundSEC Table II · derivative / convertible security | Direct | 3,914.686 |
Reported balance
After 2026-09-25 transaction · row 1
Instrument identity requires review; Table II rows are not merged.
1 source rowRow 1 · 2026-09-25 · Grant · Acquired 4.88 · Balance 3,914.686 F1: The reported securities are notional dividend accruals on phantom shares in the Fortive stock fund (the "EDIP Stock Fund") under Fortive's Executive Deferred Incentive Program (the "EDIP"). The number of phantom shares accrued as a result of such notional dividend accruals is based on the closing price of the Issuer's common stock as reported on the NYSE on the date such dividend accruals are credited to the EDIP Stock Fund, which is the price shown in Table II, Column 8 above. F2: The notional shares convert on a one-to-one basis. F3: The Reporting Person immediately vests in 100% of each voluntary contribution to the EDIP Stock Fund. The Reporting Person will vest in all contributions to the EDIP Stock Fund by the Issuer as follows: 100% upon the earlier of the Reporting Person's death, or upon retirement following at least 5 years of service with the Issuer and reaching the age of 55, or, if earlier, one-tenth per year of participation following five years of participation, in each case in accordance with the EDIP. Upon termination of employment, the vested portion of the EDIP Stock Fund is settled in the Issuer's common stock. |
Filing footnotes · ownership attribution and instrument terms
F1: The reported securities are notional dividend accruals on phantom shares in the Fortive stock fund (the "EDIP Stock Fund") under Fortive's Executive Deferred Incentive Program (the "EDIP"). The number of phantom shares accrued as a result of such notional dividend accruals is based on the closing price of the Issuer's common stock as reported on the NYSE on the date such dividend accruals are credited to the EDIP Stock Fund, which is the price shown in Table II, Column 8 above.
F2: The notional shares convert on a one-to-one basis.
F3: The Reporting Person immediately vests in 100% of each voluntary contribution to the EDIP Stock Fund. The Reporting Person will vest in all contributions to the EDIP Stock Fund by the Issuer as follows: 100% upon the earlier of the Reporting Person's death, or upon retirement following at least 5 years of service with the Issuer and reaching the age of 55, or, if earlier, one-tenth per year of participation following five years of participation, in each case in accordance with the EDIP. Upon termination of employment, the vested portion of the EDIP Stock Fund is settled in the Issuer's common stock.
Transaction history
JSON APIPurchases/sales include open-market and private transactions. Plan disclosure applies to the filing; individual rows may differ. “Not disclosed” is not “unplanned.”
The cutoff filters transaction history only. Company summaries and owner relationships show the latest available disclosures. Parser corrections can improve historical records.
| Transaction date | Company | Activity / security | Shares / units | Reported price | Reported value | Details |
|---|---|---|---|---|---|---|
| August 24, 2017 Filed Aug 25, 2017 23:34 UTC | Expedia Group, Inc. EXPE · Entity 3095 | SaleCommon Stock | 12,500 | $150.41 | $1,880,065.00 |
DisclosureSEC source: 0001225208-17-014371 · doc4.xml · nonDerivative · entry 2 Okerstrom Mark D · CIK 0001530255 · EVP of Ops & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 58,748 F1 · shares: The sale was effected pursuant to a Rule 10b5-1 trading plan adopted by Mr. Okerstrom on August 10, 2017. F2 · price: The price in Column 4 is a weighted average sale price. The prices actually received ranged from $150.2327 to $150.5541. The reporting person will provide to the issuer, any security holder of the issuer, or the SEC staff, upon request, information regarding the number of shares sold at each price within the range. Read SEC document |
| August 24, 2017 Filed Aug 25, 2017 23:34 UTC | Expedia Group, Inc. EXPE · Entity 3095 | Exercise / conversionCommon Stock | 12,500 | $33.79 | $422,375.00 |
DisclosureSEC source: 0001225208-17-014371 · doc4.xml · nonDerivative · entry 1 Okerstrom Mark D · CIK 0001530255 · EVP of Ops & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 71,248 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| August 07, 2017 Filed Aug 9, 2017 23:50 UTC | Expedia Group, Inc. EXPE · Entity 3095 | Exercise / conversionOptions to Purchase Common Stock · Derivative | 12,500 | $0.00 Strike: $33.79 | $0.00 |
DisclosureSEC source: 0001225208-17-013516 · doc4.xml · derivative · entry 3 Okerstrom Mark D · CIK 0001530255 · EVP of Ops & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 37,500 Underlying: Common Stock · 12,500 shares Expires 2019-02-28 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F2 · derivative.exercise_date: Date at which first vesting occurs is indicated. One-fourth of the total number of options to purchase the Company's common stock vests on the first vesting date and an additional one-fourth on each anniversary thereafter until fully vested. Read SEC document |
| August 07, 2017 Filed Aug 9, 2017 23:50 UTC | Expedia Group, Inc. EXPE · Entity 3095 | SaleCommon Stock | 12,500 | $150.00 | $1,875,023.75 |
DisclosureSEC source: 0001225208-17-013516 · doc4.xml · nonDerivative · entry 2 Okerstrom Mark D · CIK 0001530255 · EVP of Ops & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 58,748 F1 · price: The price in Column 4 is a weighted average sale price. The prices actually received ranged from $150.00 to $150.07. The reporting person will provide to the issuer, any security holder of the issuer, or the SEC staff, upon request, information regarding the number of shares sold at each price within the range. Read SEC document |
| August 07, 2017 Filed Aug 9, 2017 23:50 UTC | Expedia Group, Inc. EXPE · Entity 3095 | Exercise / conversionCommon Stock | 12,500 | $33.79 | $422,375.00 |
DisclosureSEC source: 0001225208-17-013516 · doc4.xml · nonDerivative · entry 1 Okerstrom Mark D · CIK 0001530255 · EVP of Ops & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 71,248 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
| February 28, 2017 Filed Mar 3, 2017 00:32 UTC | Expedia Group, Inc. EXPE · Entity 3095 | GrantOptions to Purchase Common Stock · Derivative | 135,000 | $0.00 Strike: $119.04 | $0.00 |
DisclosureSEC source: 0001225208-17-005444 · doc4.xml · derivative · entry 1 Okerstrom Mark D · CIK 0001530255 · EVP of Ops & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 135,000 Underlying: Common Stock · 135,000 shares Expires 2024-02-28 F1 · derivative.exercise_date: Date at which first vesting occurs is indicated. One-fourth of the total number of options to purchase the Company's common stock vests on the first vesting date and an additional one-fourth on each anniversary thereafter until fully vested. Read SEC document |
| September 08, 2016 Filed Oct 4, 2016 23:49 UTC | Expedia Group, Inc. EXPE · Entity 3095 | Exercise / conversionRestricted Stock Units · Derivative | 2,845 | $0.00 Strike: $0.00 | $0.00 |
DisclosureSEC source: 0001225208-16-040165 · doc4.xml · derivative · entry 3 Okerstrom Mark D · CIK 0001530255 · EVP of Ops & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 5,691 Underlying: Common Stock · 2,845 shares Expires 2018-09-08 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. F1 · derivative.exercise_date: Date at which first vesting occurs is indicated. One-fourth of the total number of restricted stock units ("RSUs") originally granted vests on the first vesting date and an additional one-fourth each anniversary thereafter until the RSUs are fully vested, subject to the satisfaction of certain performance-related conditions. Read SEC document |
| September 08, 2016 Filed Oct 4, 2016 23:49 UTC | Expedia Group, Inc. EXPE · Entity 3095 | Tax withholdingCommon Stock | 1,194 | $113.65 | $135,698.10 |
DisclosureSEC source: 0001225208-16-040165 · doc4.xml · nonDerivative · entry 2 Okerstrom Mark D · CIK 0001530255 · EVP of Ops & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 58,748 Read SEC document |
| September 08, 2016 Filed Oct 4, 2016 23:49 UTC | Expedia Group, Inc. EXPE · Entity 3095 | Exercise / conversionCommon Stock | 2,845 | $0.00 | $0.00 |
DisclosureSEC source: 0001225208-16-040165 · doc4.xml · nonDerivative · entry 1 Okerstrom Mark D · CIK 0001530255 · EVP of Ops & CFO 10b5-1 filing: Not disclosed Ownership: Direct Disclosed balance after: 59,942 Exercise/conversion can include RSU settlement. Transaction price and option strike are different fields; a missing price is not zero. Derivative and underlying rows can describe the same event. Read SEC document |
Value uses the disclosed total when available, otherwise shares × reported transaction price. It is not an estimate of exercise cash cost or investment performance.